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Stephanie Spies (CFP®, EA)

Stephanie Spies focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Stephanie H. Spies is a Planning Associate at Modera Wealth Management, LLC. Her responsibilities as a planning associate include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.  Stephanie joined Modera in January of 2017 as a member of the firm’s portfolio management team. She supported the trading, rebalancing, and reconciliation processes for Modera’s client portfolios for over a year before transitioning to a planning associate role. 

Stephanie earned Bachelor of Science degrees in accounting and financial planning from William Paterson University, graduating magna cum laude and with business honors. She was a member of the William Paterson University team that took first place overall in the Financial Planning Association’s 2016 Financial Planning Challenge. Stephanie is currently a candidate for the CFP® certification and is also pursuing the IRS Enrolled Agent (EA) designation. Additionally, she is a member of the National Association of Personal Financial Advisors (NAPFA) and currently serves as a member of the scholarship committee for NAPFA Genesis. 

Outside of work Stephanie enjoys being outdoors and watching sports. (1/30/19ER)

NAPFA Start Date

June 07, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (201) 768-4600 Fax: (201) 768-1111
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